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DocuSign
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Overview Fund Activity

930 hedge funds and large institutions have $16.3B invested in DocuSign in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 288 reducing their positions, and 204 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-73
Holders Change %
-7.28%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
390
Reduced
288
Closed
204
Calls
$1.9B
Puts
$2.08B
Net Calls
-$183M
Net Calls Change
+$657M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$609M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.85B
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$256M
4
Polen Capital Management
Polen Capital Management
Florida
$595M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$207M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
$363M
2
AIM
ARK Investment Management
Florida
$179K
3
NAMA
Nikko Asset Management Americas
New York
$318K
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
551
Elite Wealth Management
Washington
$393K -$6.32K -59 -2%
ARC
552
Advisor Resource Council
Texas
$391K -$575K -5,369 -60%
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$388K +$10.5K +98 +3%
OWA
554
Octavia Wealth Advisors
Ohio
$388K +$63.2K +590 +19%
WI
555
Wintrust Investments
Illinois
$387K +$40.6K +379 +12%
ACM
556
AlphaCrest Capital Management
New York
$383K -$236K -2,198 -38%
OFS
557
Orrstown Financial Services
Pennsylvania
$381K +$72.2K +675 +23%
AC
558
Abbrea Capital
California
$379K -$10.7K -100 -3%
VWA
559
Visionary Wealth Advisors
Illinois
$362K +$134K +1,248 +59%
MNBTD
560
Moody National Bank Trust Division
Texas
$358K -$285K -2,661 -44%
ANI
561
American National Insurance
Texas
$358K – – –
Brown Advisory
562
Brown Advisory
Maryland
$352K -$7.18M -67,072 -95%
HAS
563
HBW Advisory Services
California
$347K +$347K +3,236 New
KCIA
564
Kingsbury Capital Investment Advisors
Illinois
$346K +$346K +3,227 New
CGL
565
Clarius Group LLC
Washington
$345K – – –
BMWM
566
Brown Miller Wealth Management
Virginia
$345K +$32.4K +303 +10%
MCC
567
Money Concepts Capital
Florida
$345K +$345K +3,225 New
CB
568
CNB Bank
Pennsylvania
$340K +$61.2K +573 +22%
SEA
569
Stegent Equity Advisors
Texas
$334K -$107K -993 -24%
VI
570
Vestcor Inc
New Brunswick, Canada
$333K -$19.8K -185 -6%
WSFS
571
Wilmington Savings Fund Society
Delaware
$333K +$333K +3,114 New
JCM
572
Jag Capital Management
Missouri
$331K -$6.66M -32,896 -95%
GIA
573
Gladstone Institutional Advisory
Florida
$330K +$97.8K +913 +42%
IRF
574
IBM Retirement Fund
New York
$329K -$11.3K -105 -3%
RCG
575
Regatta Capital Group
California
$329K -$8.99K -84 -3%
21 22
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